Add & Update Requirements

Entity Management

Updated: April 15, 2024

Requirements are any type of compliance of filing obligation. They include annual reports, DBA filings, foreign authorizations, and much more.

Editor users may create new or edit existing requirement records related to an entity by doing the following:

1. Go to Entities and click on the entity’s Legal Name link to view the desired entity record.
2. Click Add on the Requirements tab below the entity summary information, or click on an existing requirement summary.
3. You may setup email alerts for the requirement by clicking the Send Alert? checkbox and selecting the desired alert email timing, frequency, recipients, and message.
4. Click Submit to create or edit the requirement record.